Updates to the FolioDynamix wealth management platform include:
•§A holistic unified managed household (UMH) view across all accounts that enables advisors to view and manage the aggregate holdings of a household, analyze the impact of portfolio changes, including possible tax consequences, and make informed trading decisions to best align the entire household portfolio to target objectives
•§Enhanced reporting and analysis that gives advisors deeper insight into asset class performance with support for nested reporting hierarchies, benchmark comparisons and realized and unrealized gain/loss breakdowns
•§Updates to FolioDynamix' next-generation trading and rebalancing engine to provide advisors with greater flexibility on asset swaps, manual trades and sleeve-specific trading strategies; plus, improved sleeve management tools and the addition of GICs sectors to support additional levels of analysis necessary for fundamental portfolio managers |